You are here: Home / Archives for Pension Funds

Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – August 2016

January 26, 2017 by

Excel workbook detailing inflows/outflows of Peruvian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of August 31, 2016.

Companies mentioned in this report: Aberdeen; Allianz; Axa; BNP Paribas; BNY Mellon AM; Deutsche; Dimensional; Fidelity; Franklin Templeton; GBM; Henderson; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Matthews; MFS; Morgan Stanley; Muzinich; NN IP; Pictet; Pioneer; PowerShares; Robeco; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wisdomtree.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , , , ,

League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – August 2016

January 26, 2017 by

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Also includes monthly inflows / outflows and market share. Data as of August 31, 2016.

Companies mentioned in this report: Shares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; PineBridge; Goldman Sachs; WisdomTree; Federated Investors; Amundi; Wellington; EDM; Santander; Habitat; Prima; Profuturo; Integra.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , ,

Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – August 2016

January 25, 2017 by

Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of August 31, 2016.

Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , , , , ,

Latin American Pension Fund Investments in Cross-Border Securities – November 2016

January 25, 2017 by

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2011 through 2015, and as of November 30, 2016.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , , , ,

Peruvian AFP Pension Fund Industry Statistics – December 2016

January 25, 2017 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of December 31, 2016.

Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Chilean AFP Pension Fund Industry Statistics – December 2016

January 25, 2017 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of December 31, 2016.

Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , ,

Afore Sura CEO commits to funding first mandate in Q1

January 25, 2017 by

Pablo Sprenger told Fund Pro Latin America he is confident about the growth of the Mexican businesses, especially mutual funds and the Afore, which is ready to fund its first mandate in the first quarter of 2017, after many delays.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, News and Trends, Private Tagged With: , , , , ,

Mexican Pension Fund Industry Statistics – December 2016

January 24, 2017 by

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of December 31, 2016.

Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , ,

New CEO named at AFP Colfondos

January 24, 2017 by

Alain Foucrier Viana was named head of the Colombian pension fund Colfondos, replacing Alcides Vargas Manotas.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Colombia, News and Trends, Private Tagged With: , , , , , , , ,

Chilean AFPs pull money from global equities, ending three-month streak

January 24, 2017 by

Allocations into high-yield and money market offset the equity pullout. Total AUMs invested in cross-border funds and ETFs came to USD 58 billion, down from USD 62 billion a year earlier.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, News and Trends, Private Tagged With: , , , , ,
« Previous Page
Next Page »